See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,865 | $99,032-36.5% | $80,019-21.4% | $135,375-53.6% |
| Participation rate | 71.4% | 78.4%-6.9pp | 75.8%-4.4pp | 82.6%-11.2pp |
| Annual return | -10.36% | 15.39%-25.7pp | 11.22%-21.6pp | 519.73%-530.1pp |
| Employer contribution / active EE | $6,985 | $3,043+129.5% | $2,468+183.1% | $4,779+46.2% |
| Participant deferral / active EE | $7,247 | $4,282+69.2% | $3,686+96.6% | $5,609+29.2% |
| Admin fee / account holder | $62 | $10,436-99.4% | $6,521-99.0% | $10,827-99.4% |